[Optimus is ready for mass production, the humanoid robot industry chain welcomes opportunities] October 21st, artificial intelligence is moving from the digital world to the physical space, and humanoid robots are regarded as one of the most important implementation carriers of physical AI. As Tesla revealed that its third-generation humanoid robot Optimus is ready for mass production, the market's attention is once again focused on this track. The reporter interviewed industry experts and learned that as Tesla's key long-term growth direction, if Optimus successfully enters the mass production ramp-up stage, it is expected to stimulate demand for actuators, reducers, sensors and other components in China. Many upstream manufacturers have prepared production capacity in advance. However, the road to industrialization is not smooth. Hardware reliability, physical AI algorithm generalization capabilities, cost control, industry compliance standards and data closed-loop construction are still the core constraints for the development of the humanoid robot industry. (Shanghai Securities News)